2026-09-11T17:24:04+00:00 2025-10-31 331498605 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT SUITE 300 AUBURN HILLS MI 48326 990 2024-11-01 860521061 ARIZONA RETIREMENT CENTERS INC ARIZ 6369720212 17300 N 88TH AVE PEORIA AZ 85382 NEIL TERRY PRESIDENT 2026-09-11 true true SAMANTHA L BECKER P01344887 2483757100 2026-09-10 2024 SIERRA WINDS NEIL TERRY 17300 N 88TH AVE PEORIA AZ 85382 12543726 false X WWW.SIERRAWINDS.COM X 1984 AZ OPERATE AND MAINTAIN A LIFE CARE RETIREMENT CENTER. 6 6 292 80 0 2560736 11169493 9897512 13120 9557 88722 66588 11271335 12534393 0 0 6820335 5870976 0 0 9574473 8857962 16394808 14728938 -5123473 -2194545 16595882 19315578 55396101 59043158 -38800219 -39727580 THE MISSION OF SIERRA WINDS IS TO PROVIDE THE FACILITIES, PROGRAMS AND SERVICES WHICH WILL PROMOTE THE HIGHEST DEGREE OF COMFORT, SECURITY, INDEPENDENCE, AND LIFE SATISFACTION FOR ITS RESIDENTS. SIERRA WINDS IS COMMITTED TO THE BELIEF THAT THE RETIREMENT YEARS CAN BE THE MOST FULFILLING YEARS OF LIFE; THEREFORE, ALL GOALS AND OBJECTIVES ARE DEDICATED TO ENHANCE THE QUALITY OF LIFE DURING THESE YEARS. false false 11802783 9897512 THE ORGANIZATION PROVIDES SERVICES FOR 240 APARTMENT RESIDENTS AND 70 SKILLED NURSING CARE RESIDENTS. 11802783 true true false false false false false false false false true false false true true false false true false false false false false false false false false false false false true false false false false false false false false false false false false false false false true true false false false true 33 0 true 292 true false false false false false false false false false false false false X 6 6 false true false false false false false true true false false false true true true true true true true false false false X KASSIDY FERGUSON 6022470708 14719 W GRAND AVE SURPRISE AZ 85374 NEIL TERRY PRESIDENT 2.0 0.5 X X 0 0 0 WANDA PERDUE VICE PRESIDENT 4.0 0.5 X X 0 0 0 ANGELA HARDESTY DIRECTOR 1.0 0.5 X 0 0 0 KATHY KNECHT DIRECTOR 1.0 0.5 X 0 0 0 NICHOLAS KUNTZ DIRECTOR 1.0 0.5 X 0 0 0 SHARON GRAMBOW DIRECTOR 1.0 0.5 X 0 0 0 JENNA MEYER EXECUTIVE DIRECTOR 40.0 0.0 X 132796 0 10092 132796 0 10092 1 false false false SALIBAS EXTENDED CARE PHARMACY 925 E COVEY LANE PHOENIX AZ 85024 PHARMACY STOCK 199741 REHABCARE GROUP THERAPY PO BOX 503534 ST LOUIS MO 631503534 THERAPY SERVICES FOR RESIDENTS 160942 ZIEGLER CAPITAL MANAGEMENT LLC 30 S WACKER DRIVE SUITE 2800 MILWAUKEE WI 53202 LEGAL SERVICES 160000 SHIFTKEY LLC PO BOX 735913 DALLAS TX 75373 STAFFING SERVICES 138061 4 2559111 1625 2560736 RETIREMENT CENTER 623000 6249717 6249717 HEALTHCARE CENTER 621400 2242690 2242690 RESIDENT ENTRANCE FEES 623000 1405105 1405105 0 0 0 0 9897512 14129 14129 23459 0 23459 0 23459 23459 4761 9333 -4572 0 -4572 -4572 APARTMENT CUSTOM WORK 900099 3900 3900 ANCILLARY SERVICES 900099 39229 39229 0 0 0 0 43129 12534393 9897512 0 76145 4955182 4167303 787879 4718 3934 784 547743 389059 158684 363333 306033 57300 680375 680375 29394 29394 135948 135948 17044 0 17044 0 398246 398246 297675 155420 142255 138470 17618 120852 1068914 795481 273433 77222 73535 3687 1956224 1926881 29343 1683977 1658717 25260 526041 518150 7891 FOOD 1137828 1137828 MEDICAL SUPPLIES 597284 570116 27168 PROFESSIONAL DUES & FEES 14393 271 14122 RESIDENT ACTIVITIES 95774 95774 3153 -13337 16490 0 14728938 11802783 2926155 0 -28946 698471 342753 1617074 0 0 0 0 180096 167962 377417 362697 46223989 31316321 15428136 14907668 255974 262571 0 0 40452 1299135 16595882 19315578 2944440 2408820 6204033 5276396 27501107 27527288 0 0 18746521 23830654 55396101 59043158 X -38800219 -39727580 -38800219 -39727580 16595882 19315578 X -2194545 8501 1258683 X false true true false X 136324 43137 7515 0 2560736 2747712 12544962 12526001 12008674 11169493 9897512 58146642 0 0 0 12681286 12569138 12016189 11169493 12458248 60894354 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 60894354 132535 84693 59254 26988 37588 341058 0 132535 84693 59254 26988 37588 341058 0 4479 10435 2821 83151 43129 144015 12818300 12664266 12078264 11279632 12538965 61379427 0.99210 0.99205 0.01 0.01 X SCHEDULE A, PART III, LINE 12 OTHER INCOME DESCRIPTION - OTHER INCOME, COLUMN A - 4479.0, COLUMN B - 10435.0, COLUMN C - 2821.0, COLUMN D - 83151.0, COLUMN E - 43129.0, COLUMN F - 144015.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4468309 4468309 35072062 25592660 9479402 4980478 4626716 353762 1703140 1096945 606195 14907668 CONTRACTS 40452 INTEREST IN AFFILIATE 1258683 1299135 FEDERAL INCOME TAXES ACCRUED INTEREST 4662586 REFUNDABLE RESIDENT ENTRANCE FEES 13708592 LINE OF CREDIT 4446376 NOTE PAYABLE TO FOUNDATION 1013100 23830654 A THE INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF PEORIA ARIZONA 521767454 71284MCA5 2014-11-18 32958450 REFINANCING SENIOR LIVING PROJECT BONDS ISSUED 8/18/1999. false false false A 5038450 32958450 2428550 656000 5900090 23973809 true false true true A false true true true false false 0 0 0.0 false false 0 false true A false true false false false false 0 false false false 0 false false true A true FORM 990, PART VI, LINE 3 DELEGATION OF MANAGEMENT DUTIES STARTING 1/1/2024, THE ORGANIZATION ENTERED INTO A MANAGEMENT AGREEMENT WITH EMERALD SENIOR MANAGEMENT, LLC TO PROVIDE MANAGEMENT SERVICES RELATED TO THE OPERATION OF THE ORGANIZATION. THIS INCLUDES MANAGEMENT FEES, MARKETING FEES, AND REIMBURSEMENT OF THE COMPENSATION AND RELATED COSTS FOR SPECIFIED EMPLOYEES. THE POSITION OF EXECUTIVE DIRECTOR, WHICH REPRESENTS THE TOP MANAGEMENT AND TOP FINANCIAL OFFICIAL, IS COMPENSATED BY THE MANAGEMENT COMPANY. STARTING 1/20/2025, THE ORGANIZATION ENTERED INTO A MANAGEMENT AGREEMENT WITH SUN HEALTH SENIOR LIVING LLC. SUN HEALTH SENIOR LIVING LLC WILL MANAGE AND SUPERVISE THE OPERATIONS OF THE COMMUNITY. AT THE EXPENSE OF THE OWNER, JENNA MEYER, EXECUTIVE DIRECTOR WAS HIRED TO ASSUME GENERAL DAY-TO-DAY ADMINISTRATIVE AND OPERATIONAL RESPONSIBILITY FOR THE COMMUNITY. FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY THE RETURN WAS REVIEWED BY THE EXECUTIVE DIRECTOR, ACCOUNTING DIRECTOR, BOARD PRESIDENT AND BOARD TREASURER PRIOR TO BEING PROVIDED TO THE ENTIRE BOARD FOR REVIEW AND THEN SUBSEQUENTLY FILED. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY THE CONFLICT OF INTEREST POLICY COVERS ONLY THE MEMBERS OF THE BOARD OF DIRECTORS. ANY DIRECTOR WITH A CONFLICT IS ASKED TO RESIGN FROM THE BOARD OF DIRECTORS OR DISCONTINUE THE CONFLICT. THE ORGANIZATION ALSO HAS A CORPORATE COMPLIANCE COMMITTEE. FORM 990, PART VI, LINE 15A PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL THE EXECUTIVE DIRECTOR WAS HIRED BY THE ORGANIZATION'S PREVIOUS MANAGEMENT COMPANY THROUGH A NATIONAL EXECUTIVE RECRUITMENT FIRM SPECIALIZING IN SENIOR LIVING LEADERSHIP PLACEMENTS. FOLLOWING THE TRANSITION TO THE CURRENT MANAGEMENT COMPANY, COMPENSATION WAS REVIEWED USING INDUSTRY COMPENSATION DATA AND ESTABLISHED WAGE SCALES TO ENSURE REASONABLENESS. THE BOARD IS AWARE OF THE EXECUTIVE DIRECTOR'S SALARY AND BONUS AND RELIES ON THE MANAGEMENT COMPANY TO ENSURE COMPENSATION IS CONSISTENT WITH INDUSTRY STANDARDS; HOWEVER, NO FORMAL BOARD APPROVAL VOTE WAS DOCUMENTED. FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES TREATMENT OF INTEREST IN AFFILIATE ADJUSTMENT - 1258683; TOTAL - 1258683; SIERRA WINDS CHARITABLE FOUNDATION 17300 N 88TH AVE PL 2 PEORIA AZ 85382 860908834 SUPPORTING ORGANIZATION AZ 501(C)(3) TYPE I ARIZONA RETIREMENT CENTERS INC true false false false false false false false false false false false false false true false false false false false